Tascha
Crypto & web3 through macro lens. PhD macroeconomics. Angel investor. Startup advisor. Founder https://t.co/LlYvU0aA5H.
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2021 was good to crypto. Next year things will look different b/c of changes in macro environment & tech adoption cycle. Here are top 3 crypto investment themes I’m bullish 📈 &...
Whoever said “money can’t buy happiness” didn’t know how to spend their $$. Buying random shiny objects gets you short-lived dopamine hits. But investment in yourself gives you la...
Here's a long run comparison of ethereum dev count & eth price. The two track each other closely esp at major turning points. https://t.co/XAr7uncfS8
A checklist for layer 1 blockchain investment ✅ The day when ethereum is one & only in smart contract world is behind us. There’re > 40 L1 & L2 chains w/ more to come. A framewor...
Crypto will eat fiat. But it’s not in the way you think. Monetary policy sovereignty of every country on earth will be weakened by crypto in coming decades. A rundown of how it...
In a new episode @zhusu & @hasufl talked abt my recent thread on valuing L1 blockchains like countries. It's a great podcast, but misunderstood some of my points. Not their fault...
Many people try to value layer 1 blockchain tokens like stocks. That’s absurd. Instead of pricing Ethereum, Solana & so on like *companies*, you should price them like *countries...
The surest bet in crypto: Blockchain nations with proof of stake as their economic engine 👇
A Crash Course on Crypto Economics in 1 Hour This twitter course will help you get ahead of 99.9% of population—including all financial "experts" on TV— in understanding crypto, t...
With regulations coming, some say DeFi will lose its edge. They’re wrong. “No regulation” is not the winning feature of DeFi. Neither is decentralization. Take those away and De...
Crypto is a systemic shock that’ll make society more equal. Rising inequality is an inevitable feature of capitalism. But like all systemic shocks through history, the rise of cry...
If countries are stocks, which ones should you long & which to short? I used machine learning to grade the industrial health of 190 countries over 30 years. Here’re results on Chi...